Select Water Solutions (WTTR) is a leading U.S. provider of sustainable water management and chemical solutions primarily to the oil and gas industry, with growing infrastructure assets showing strong sequential growth in recent quarters, a Moderate Buy analyst consensus, and solid long-term stock performance amid energy sector cyclicality.
Facts: Over the past 52 weeks, the stock traded in a range of approximately $7.86 to $21.67. The company has delivered strong multi-year returns, with reports indicating approximately 110% 1-year gains and over 100% YTD performance in mid-2026 analyses. Historical data shows a compound annual growth rate of about 4.26% over 9 years through mid-2026.
Interpretation: Performance appears tied to oil & gas activity levels and infrastructure expansion; recent strength may reflect optimism around water recycling and Permian/DJ Basin operations, though energy sector volatility introduces uncertainty.
Data Limitation: Specific percentage returns are drawn from analyst reports and news as of early-to-mid 2026; exact figures can vary by source and date. Historical price data available via external charts.
Facts (Latest Reported): Trailing twelve months (TTM) revenue approximately $1.40 billion with TTM net income around $21 million and EPS of $0.21. Full-year 2025 results: revenue $1.407 billion (down from $1.452 billion in 2024 and $1.585 billion in 2023), net income $21.5 million (down from $35.5 million in 2024). Gross margin before D&A improved to 26.8% in 2025 from 25.7% prior year. Water Infrastructure segment showed robust growth (e.g., 8% YoY full-year 2025, with Q1 2026 sequential gains and raised full-year guidance to 25-30%). Dividend: $0.07 quarterly (yield ~1.5%, forward annual $0.28).
| Metric | 2025 Full Year | 2024 Full Year | TTM (approx.) |
|---|---|---|---|
| Revenue | $1.407B | $1.452B | $1.40B |
| Net Income | $21.5M | $35.5M | $21M |
| Employees | ~3,300 | ~3,300 | ~3,300 |
Segment Breakdown (Facts): Water Services (largest by revenue, field-based services like transfer/hauling); Water Infrastructure (recycling, pipelines, disposal—fastest growing); Chemical Technologies.
Interpretation: Shift toward higher-margin infrastructure assets supports long-term margin expansion and recurring revenue, though overall revenue has been flat-to-down recently due to industry cyclicality.
Data Limitation/Assumption: Financials primarily from 2025 annual and early 2026 quarterly reports; Q2 2026 results were pending release around August 5, 2026 (conference call scheduled). Margins and guidance subject to oil price and drilling activity fluctuations. No current price or live quotes included per guidelines.
Facts: Consensus rating from 7 analysts is Moderate Buy (typically 4-5 Buy/Strong Buy, 2 Hold). Average 12-month price target approximately $22.40 (range $21.00–$24.00), implying upside from levels around mid-2026. Recent actions (2026): Multiple target raises (e.g., Citi to $24, Raymond James to $24, Piper Sandler to $21); BofA initiated with Buy. Analysts include BofA, Citi, Piper Sandler, Raymond James, Northland, Johnson Rice.
| Consensus | Avg Target | High | Low | # Analysts |
|---|---|---|---|---|
| Moderate Buy | $22.40 | $24.00 | $21.00 | 7 |
Interpretation: Positive sentiment driven by infrastructure growth, dividend initiation, and operational beats; however, ratings reflect energy macro assumptions which carry uncertainty.
Data Limitation: Ratings and targets compiled from sources as of mid-2026; subject to change with new earnings or market conditions. Analyst coverage listed on company IR site.
Facts: Primarily serves oil and gas exploration & production (E&P) companies across major U.S. basins (Permian, Eagle Ford, Marcellus, DJ Basin). Diversified base with no single customer exceeding ~9% of revenue. Focus on full life-cycle water management for producers; expanding toward municipal/industrial opportunities.
Interpretation: Reliance on E&P spending creates cyclical exposure but long-term contracts and infrastructure provide stability; diversification reduces concentration risk.
Data Limitation: Specific customer names not publicly detailed in available sources; general descriptions from company filings and reports.
Facts: Key peers in water management, oilfield services, and energy infrastructure include:
| Competitor | Ticker | Focus Area |
|---|---|---|
| Patterson-UTI Energy | PTEN | Drilling & completions services |
| Halliburton | HAL | Oilfield services & chemicals |
| Aris Water Solutions | ARIS (est.) | Water infrastructure & recycling |
| NGL Energy Partners | NGL | Water & midstream logistics |
| Ecolab | ECL | Water treatment & chemicals |
| ProFrac Holding | ACDC (est.) | Frac & water services |
Interpretation: WTTR differentiates via integrated water infrastructure and sustainability focus versus broader service providers; competition intense in Permian water handling.
Data Limitation: Competitor list aggregated from multiple analyst and comparison sites; market positioning can evolve with M&A or strategy shifts.
Facts: Select Water Solutions, Inc. provides sustainable water management solutions (sourcing, transfer, recycling, treatment, disposal) and chemical technologies to the energy industry via three segments: Water Infrastructure, Water Services, and Chemical Technologies. Operates permanent pipeline networks, recycling facilities, and SWDs/landfills. Headquartered in Gainesville, TX (~3,300 employees). Rebranded in May 2023 from Select Energy Services to emphasize water focus.
Facts: Founded in 2008. Completed IPO on April 26, 2017 (NYSE: WTTR, ~8.7M shares at $15–18). Name change to Select Water Solutions, Inc. effective May 2023 to reflect strategic water-first positioning. Expanded operations across key U.S. shale plays.
Data Limitation: Timeline based on company FAQ and filings; exact early operational milestones limited in public sources.
Data Limitation: News compiled from PR Newswire, company IR, and aggregator reports up to early August 2026; Q2 results not fully detailed in pre-release sources.